B2B Team & User Flow Inspiration

Create Targeted ABM Awareness Content

Creates lighter-touch brand awareness ('air cover') across multiple personas at target accounts, complementing direct ABM outreach with broader impressions via ads, content, and social media.
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This workflow is designed for account-based marketing teams who need to establish widespread brand familiarity within target accounts before or alongside their direct outreach efforts. 'ABM Air Cover' refers to lighter-touch, broader brand impressions that ensure key decision-makers and influencers at target accounts recognize your brand when more direct ABM tactics are deployed. It works as a critical complementary strategy to higher-touch personalized outreach.

The workflow takes inputs such as a list of target accounts and their industry/persona details from your CRM or ABM platform. Using AI, it generates customized awareness content aimed at multiple touchpoints within an account, including targeted ad copy optimized for impression volume, thought leadership articles addressing industry-specific challenges, and social media posts. This content is designed to be seen by various stakeholders at the account, not just primary contacts. A human review step ensures all content maintains brand standards and strategic alignment before being distributed across selected channels.

By implementing this approach, marketing teams can systematically surround target accounts with relevant brand impressions, creating the perception of your company's prominence in their industry space. Research shows that prospects are 47% more likely to engage with sales outreach when they've previously been exposed to relevant brand content. The AI-monitored engagement tracking provides valuable signals about which accounts are showing interest across various touchpoints, helping to time direct outreach efforts more effectively and identify which departments or roles within an account are most receptive.

Who this Agentic Workflow Is For

For Product Marketers and GTM Teams

Customer experiences

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For Product Builders

Customer experiences

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Team workflows

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For Teams Focused on the Awareness Stage

Customer experiences

Find ideas for better experiences during the Awareness stage of the buyer or customer journey.

Team workflows

Explore internal workflows that help your team support that stage more effectively.

Make it Yours

Use this example as a starting point, not a fixed recipe.

Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.

Trigger Account Selection
1
Workflow is initiated when a new target account is identified or added to the ABM target list for awareness campaigns.
Trigger Trigger Event
Gather Account Insights
2
Automatically collect key details about the target account (industry, company size, relevant pain points) from the CRM and external data sources.
Tool Call Research Asset
Uses: CRM, Salesforce, HubSpot, ZoomInfo, Clearbit
Generate Awareness Content Plan
3
AI analyzes the account insights to create a tailored plan outlining which awareness content to create and which channels to use to reach the account.
LLM Call Document
Uses: LLM, OpenAI, Anthropic, Google Gemini, Cohere

Prompt

Create a comprehensive ABM awareness strategy for {targetAccount}, a {companySize} company in the {industry} industry.

Account details:
- Key pain points: {painPoints}
- Target personas: {targetPersonas}
- Company initiatives: {companyInitiatives}
- Digital presence: {digitalPresence}

Please develop a tailored awareness strategy that includes:

1. Top 3 messaging themes that will resonate with this account based on their pain points
2. Recommended content types (ads, articles, social posts, etc.) with rationale for each
3. Suggested channels for distribution with targeting parameters
4. Content calendar with recommended frequency and timing
5. Success metrics to track engagement

Make specific recommendations based on the account's industry, challenges, and potential fit with our solution. Avoid generic suggestions.

Draft Targeted Ad Copy
4
AI drafts personalized ad copy aimed at raising awareness in the target account, such as a LinkedIn ad mentioning industry-specific challenges and our value proposition.
LLM Call Advertisement
Uses: LLM, OpenAI, Anthropic, Google Gemini, Cohere

Prompt

Write a concise LinkedIn ad that speaks to {targetAccount}'s industry challenges and introduces {ourCompany} as a solution. The ad should be attention-grabbing and tailored to {targetAccount}'s sector: {industry}.

Target personas include: {targetPersonas}
Their key pain points are: {painPoints}
Our value proposition is: {valueProposition}

The ad should include:
1. A compelling headline (under 150 characters)
2. Descriptive ad text (under 300 characters)
3. A clear call-to-action that encourages awareness-stage engagement

The tone should be professional yet conversational, and directly reference {industry}-specific terminology and challenges. Avoid generic messaging that could apply to any company.

Draft Thought Leadership Article
5
AI generates a draft for a blog post or article addressing a key challenge in the target account's industry, positioning our brand as a helpful expert.
LLM Call Blog Post
Uses: LLM, OpenAI, Anthropic, Google Gemini, Cohere

Prompt

Draft a thought leadership blog post (800-1000 words) that addresses {industryChallenge} common in {targetAccount}'s industry: {industry}. This post should:

1. Open with a compelling hook that resonates with {targetPersonas}
2. Clearly articulate the challenge and its impact on businesses like {targetAccount}
3. Provide 3-4 actionable insights or strategies to address this challenge
4. Include relevant industry statistics or examples where available
5. Subtly mention how {ourCompany}'s approach or solution relates to these strategies without making it a sales pitch
6. End with a thought-provoking conclusion and a soft call-to-action

The article should position {ourCompany} as a knowledgeable industry expert who understands the nuances of {industry} challenges. Use industry-specific terminology where appropriate. The tone should be authoritative yet accessible, focusing on providing genuine value to the reader.

Create Social Media Posts
6
Generate a series of social media posts to promote the thought leadership content, each tailored to a specific platform and target persona.
LLM Call Social Post
Uses: LLM, OpenAI, Anthropic, Google Gemini, Cohere

Prompt

Create a set of 5 social media posts to promote our thought leadership article about {industryChallenge} in the {industry} industry. These posts should be tailored to reach decision-makers at {targetAccount}.

For each post, please include:
1. Platform (LinkedIn, Twitter, etc.)
2. Copy text with appropriate length for the platform
3. Relevant hashtags (2-3 per post)
4. Suggested image description or concept
5. Target persona from this list: {targetPersonas}

Each post should highlight a different key insight from the article and include a link to the full content. Vary the approach across posts - some can share statistics, others can ask thought-provoking questions, and others can highlight key quotes. Ensure the messaging aligns with our overall value proposition: {valueProposition}.

Review and Approve Content
7
A marketing team member reviews the AI-generated content package for tone, accuracy, and branding consistency, making edits if necessary.
Human Action Collection
Uses: Content Management, Google Docs, Adobe Creative Cloud, Figma, Canva
Distribute Content
8
Schedule and publish the approved content across the chosen channels (e.g., launch the LinkedIn ad campaign, publish the blog post on our website, and share it on social media).
Tool Call Collection
Uses: Marketing Automation, LinkedIn Campaign Manager, WordPress, HubSpot, Buffer
Monitor Account Engagement
9
An AI agent monitors engagement from the target account (ad impressions, clicks, blog views) to gauge interest and logs these interactions for the sales team or next workflow stage.
Agent Report
Uses: Analytics Platform, Google Analytics, LinkedIn Analytics, HubSpot, Salesforce
Generate Engagement Insights
10
Analyze engagement data to produce actionable insights about which content resonated with the target account and recommend next steps.
LLM Call Report
Uses: LLM, OpenAI, Anthropic, Google Gemini, Cohere

Prompt

Analyze the following engagement data from our ABM awareness campaign for {targetAccount}:

- LinkedIn Ad performance: {adPerformance}
- Blog post engagement: {blogEngagement}
- Social media interactions: {socialEngagement}
- Website visits from account: {websiteVisits}

Please provide:

1. A summary of overall engagement level (high, medium, low) with supporting metrics
2. Analysis of which content types and themes generated the most interest
3. Identification of which personas from the account showed engagement
4. Signals of interest or intent based on content interactions
5. Recommended next actions for marketing and sales teams
6. Suggestions for content refinements in future campaigns

Format the analysis as a concise report with clear sections and actionable takeaways.

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